Document Management Specialist — Growth & Training

Southern Farm Bureau Life Insurance Company; Jackson (MS); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health Insurance

Onsite Clinic

Tuition Reimbursement

Annual Company Events

Mentorship Program

Promotional Opportunities

Life Insurance

Pension Plan

Volunteer Days

Onsite Café

Job summary

Southern Farm Bureau Life Insurance Company in Jackson, MS seeks an Associate Document Management Specialist to support complex product documentation and policy administration processes. You will index, verify, and process documents, manage premiums, and coordinate with agents and home office staff to ensure timely, accurate contract fulfillment.

The role emphasizes accuracy, multi-tasking, teamwork, and strong communication, with opportunities for professional development and internal

Qualifications

• High school diploma or GED is required.
• Associate degree or 3 years of customer service experience.
• Strong written and oral communication skills.
• Typing speed of 40 wpm with a 10% or below error.
• Basic knowledge of Microsoft Windows.
• Basic knowledge of Adobe PDF files and TIFF files.
• Multi-tasking skills in a fast-paced environment.
• Ability to work well with others with integrity and teamwork.
• Ability to meet organizational goals and customer expectations.
• Growth in job knowledge and professional development.

Responsibilities

• Enter applications and processing requests accurately in the Policy Administration System.
• Index documents with keywords and descriptions.
• Verify documentation for special projects on the document management system.
• Process money management for premiums and reconcile cash with vouchers.
• Research referrals from the Document Management Helpdesk.
• Process microfiche/roll film for record retention and other projects.
• Proofread scanned documents and correct errors.
• Assemble contracts, bind and mail to agents or clients.
• Communicate guidelines with agents, sales management, and home office staff.
• Update delivery requirements and ensure forms are signed and filed as in-force.

Job description

Southern Farm Bureau Life Insurance Company in Jackson, MS seeks an Associate Document Management Specialist to support complex product documentation and policy administration processes. You will index, verify, and process documents, manage premiums, and coordinate with agents and home office staff to ensure timely, accurate contract fulfillment.

The role emphasizes accuracy, multi-tasking, teamwork, and strong communication, with opportunities for professional development and internal